This article is focused on answering How To Send Scheduled Zoom Invite Via Email …I’m a customer success manager here at monday.com and we’re gon na have an advanced webinar for the marketing walkthrough i’m gon na reveal you three particular on boards which are usage cases for banner and landing page requests consider it more like creative requests from designers content so on and so forth copywriters um a social networks preparation and design or an editorial calendar as you desire kimberly um and we’re going to review marketing campaign tracking and i wish to show you an in email marketing um integrity that we have with mailchimp and after that i want to show you a sneak a preview of how in two weeks you’re going to be able to integrate with facebook for facebook advertisements so i’ll reveal you guys that too and finally i’m going to show you dashboards um so let’s start in a minute i just want to pull up the um thing that i wished to reveal you people so i have it open and then we’re going to begin remarkable okay let’s start and landing page demand i’m presuming
you people i’m simply gon na show um speak about the essentials truly quickly but i’m sure you people know that this is a board every one of these are called a group and each row is called a product today we’re going to discuss combinations automations views and a lot more enjoyable things so the way i divided my board here is between months but you can do this between customers or jobs and it really simply depends on your workflow and the way we did it here to you can do it any way you want however a cool way to get a quick prior to working on a creative request is using the form so a type basically takes all your columns and makes it a link that other people can complete which they can publish files um a text column of like what they’re trying to find the size of uh the banner that they want the designer to produce and i’ll all right let me reveal you how to create a type but essentially this type comes in here and then the team lead of the imaginative style team or any other group can assign a certain designer to deal with it so let me reveal you people how to add a kind and produce if anything is too fast or something is unclear please compose it to me in the chat and i’ll attempt clarify so i can go here include view i advise you guys examine the view area since it’s simply another method to reveal um all your items simply see things on a calendar or in a chart or you want a file view another way to see um certain things on your board so close the form view and like i stated it takes particular columns not the individual column naturally but other columns that you can hide or make um viewable for the person that is going to be offered the type they can submit this file if you wish to need it you can always do a checkbox and after that they can’t submit the kind without filling this information in so you can truly just create any column with anything that you men need when an imaginative request can be found in make it a type share the form sneak peek the program you people how a type appears like um the name of the request you want you want to include a certain brief with a certain i understand each business has a particular structure that
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they utilize um when do you need it by the concern and so on and so forth um you can take this link after put one second let me click on the kind i can share it i can get this link or embed it in a site copy it send it to whoever let’s simply make look i’ll just reveal you guys let’s fill it in and you can see um webinar request test i can add a particular declare example right now whatever remains in the planning ideas stage and i need the creative department to help me it’s right now where i’m dealing with it i require it by might 23rd and it’s in highest concern i want to send it and let me reveal you men how it can be found in on the board webinar request test so it’s constantly going to come into the very first group which is very important to know and after that it can be called concepts or requests being available in and after that i can simply go on take it and move it to a certain group that i believe it’s relevant for in this case it requires to be done by may so i’m going to keep it in this group i can move it to another board or another group depending upon how you detail your workflow simply to make sure you people are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you simply write yes so i can get feedback while you guys are listening yay yes yes incredible incredible incredible i’m glad you guys are listening and comprehend everything great um if any of these columns are you’re not familiar with them just compose me in the chat and i’ll review them also but now i’ll simply offer like a quick introduction this is the person column as you guys understand we have our 7 core columns here and then we have more fascinating columns when i go to more columns so it’s either a timeline where i can have it also on the product itself and likewise as a view we’ll get to that um soon um dale you simply ask assuming one type can populate a number of columns on one board yes dell you are proper every column that you develop can be practically every column you produce can be in a type view and individuals can fill it out and it can be found in as a product on the board terrific so this is our column center what we use here is a top priority one we called it concern however it’s essentially a rating column um we have a. How To Send Scheduled Zoom Invite Via Email
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file column and we have a tags column what i love about the tag column is if i click on this right now it’s going to do a cross board search about every board i have on my um account and it’s going to search facebook it’s going to do a cross board search let me show you men how that works i can see that it’s my board specifically i can see that it’s another board and then if i have a particular job i’m dealing with i can merely connect them with tags and after that i can cross board search it to what it’s relevant for so i discover that super cool and i love i enjoy the tech college let me simply get out of here [Music] alright um [Music] and yeah and i’m uncertain if you people understand what this is however this is a status column and this is a date column and the way i connected them together and did deadline mode is let me reverse this so i might show you people remove due date mode generally what i want to do i wish to set as due date i want to take the status column however i could take any status column i have for example the. How To Send Scheduled Zoom Invite Via Email